user3803140
user3803140

Reputation: 11

Pre-populate a PowerForm Envelope field using form values

I'm following the PowerForm docs on the following guide https://www.docusign.com/sites/default/files/PowerForms_User_Guide.pdf

I need to save custom metadata inside the envelope, such as the User ID, so I can later process the envelope.

I want to be able to populate a custom envelope field, using a form submission like the following:

 <form action="https://demo.docusign.net/MEMBER/PowerFormSigning.aspx?PowerFormId=<ID>" method="POST"> 
   <label for="email">Email Address: </label><input type="text" name="Signer1_Email" id="email"/> 
   <label for="name">Name: </label><input type="text" name="Signer 1_UserName" id="name"/>
   <label for="order">Order Number: </label><input type="text" name="OrderNumber" id="order"/>
   <input class="form_submit" type="submit"/>
 </form> 

Is this possible?

From the heading inside the docs:

Populating custom envelope fields in a Web PowerForm

Example: EnvelopeField_Region=Northwest

I have tried the following:

<input type="hidden" name="EnvelopeField_orgid" value="xyz" id="EnvelopeField_orgid"/>
<input type="hidden" name="EnvelopeField_orgids" value="aaa" id="orgid"/>

Also, I have tried navigating the docusign command center and have not found any options to add custom envelope fields to a Template or PowerForm.

Upvotes: 1

Views: 1778

Answers (2)

Jen
Jen

Reputation: 21

We were able to pass parameters to a Powerform. Below is a sample syntax of how we did it.

https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=50ac80ac-a63c-40c7-b2f4-25e93806b647&[email protected]&AccountName=Test&&Signer1_UserName=Test+User

Upvotes: 1

Andrew
Andrew

Reputation: 4441

What if you post the data and redirect to a built link off of that data (I'm not sure what' youre using besides HTML). I don't believe you can POST directly from a form to a PowerForm link the way it needs to be formatted.

Here's a quick PHP/JS example of what I'm referring to:

<?
if($_POST){
  $baseUrl = "https://demo.docusign.net/MEMBER/PowerFormSigning.aspx?PowerFormId=" . $_POST['PowerFormId'];
  $EnvelopeField_orgid = $_POST['EnvelopeField_orgid'];
  $EnvelopeField_orgids = $_POST['EnvelopeField_orgids'];
  $link = $baseUrl . "&EnvelopeField_orgid=" . $EnvelopeField_orgid . "&EnvelopeField_orgids" . $EnvelopeField_orgids;
  ?>
  <script type="text/javascript">window.top.location.href='<?echo $link;?>'</script>
  <?
}
?>

Upvotes: 1

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